Global Client Services Senior Associate

2 months ago

Hong Kong, Central and Western District, Hong Kong SAR China TIAA Full time

About Global Client Services

Global Client Services (GCS) is a critical business unit that encompasses a wide range of functions, including Client Services, Private Fund Services, Shareholder Services, Client Transitions, Client Reporting, New Business & Retention Services, and Business Transformation. Our team is involved in nearly every aspect of the client life cycle, from onboarding to offboarding, and everything in between.

About the Position

The Client Services Senior Associate plays a vital role in the success of our business. This individual will be responsible for interacting with clients, working closely with Nuveen business partners to service clients throughout the client life cycle, and partnering with sales and relationship managers to deliver a distinctive client experience.

Key Responsibilities

  • Work closely with sales/relationship managers to deliver excellent end-to-end service for clients, developing and maintaining a strong understanding of client portfolios and service levels.
  • Manage, coordinate, and respond to incoming client queries, working collaboratively with internal business partners, including the GCS centers of excellence (CoE), reporting, RFP, sales, product, legal, compliance, and operations, as needed.
  • Ensure all responses to client queries and requests for information are clear, accurate, comprehensive, and timely.
  • Partner with the Client Transitions CoE throughout the process to on-/off-board clients/distributors by proactively staying informed of progress and working alongside the CoE to ensure smooth process and resolution of any issues.
  • Deliver client communications on regular and key events, working with internal business partners, including sales, product, legal, and compliance, to agree messaging and timing.
  • Ensure Salesforce is updated with all relevant client interaction, alongside proactive communication with sales/relationship teams on issues and developments.
  • Owning responsibility for and at times partnering with the Client Information Delivery CoE to distribute client reporting to agreed deadlines and using the appropriate suite of reports.
  • Partner with Private Fund Services (CoE) to coordinate, prepare, and attend, as appropriate, client operational due diligence meetings.
  • Maintain accurate databases of client/portfolio information and documentation for use by the broader business, and maintain accurate client distribution lists.

Requirements

  • Minimum 5+ years of proven experience in institutional client service in the asset management industry with experience working with investment operations, sales, or portfolio management support.
  • BA/BS or equivalent.
  • Excellent interpersonal, verbal, and written communication skills.
  • Ability to work well on teams and in fast-paced, cross-collaborative environments.
  • Ability to solve problems independently, think analytically, and deliver solutions to complex challenges.
  • Detail-oriented.
  • Self-starter that can manage multiple tasks at the same time.
  • Intermediate to advanced knowledge of Microsoft Office applications.

  • Global Client Services Senior Associate

    2 months ago

    Hong Kong, Central and Western District, Hong Kong SAR China TIAA Full time

    About Global Client ServicesGlobal Client Services (GCS) is a critical component of our organization, encompassing a wide range of functions including Client Services, Private Fund Services, Shareholder Services, Client Transitions, Client Reporting, New Business & Retention Services, and Business Transformation. Our goal is to deliver a seamless client...

  • Global Client Services Senior Associate

    3 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China TIAA Full time

    About NuveenNuveen is the investment management arm of TIAA, one of the largest global asset managers with specialist knowledge across a wide array of asset classes.About the RoleThe Client Services Senior Associate will play a critical role in delivering exceptional client service and support to clients in the region. This includes working closely with...

  • Global Client Services Senior Associate

    3 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China TIAA Full time

    About Global Client ServicesGlobal Client Services (GCS) is a critical component of our organization, covering a wide range of services including Client Services, Private Fund Services, Shareholder Services, Client Transitions, Client Reporting, New Business & Retention Services, and Business Transformation. Our goal is to deliver a seamless client...

  • Global Client Services Senior Associate

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China TIAA Full time

    About Global Client ServicesGlobal Client Services (GCS) is a critical component of our organization, encompassing a wide range of services including Client Services, Private Fund Services, Shareholder Services, Client Transitions, Client Reporting, New Business & Retention Services, and Business Transformation. Our goal is to deliver a seamless client...

  • Associate Director of Global Client Servicing

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Aon Full time

    About the RoleWe are seeking an experienced Associate Director of Global Client Servicing to join our team in Hong Kong. As a key member of our global client servicing team, you will be responsible for driving the success of our global P&C enterprise clients.Key ResponsibilitiesTake ownership of client management, including day-to-day program management,...

  • Senior Associate, Client Service Expert

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China BNY Mellon Full time

    About the RoleWe are seeking a highly skilled Senior Associate, Client Service to join our Treasury Services team in Hong Kong. As a key member of our team, you will be responsible for delivering exceptional client service and ensuring timely resolution of client inquiries.Key ResponsibilitiesAct as the primary point of contact for clients, providing timely...

  • Senior Associate, Client Service Expert

    3 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China BNY Full time

    About the RoleWe are seeking a highly skilled Senior Associate, Client Service to join our Treasury Services team in Hong Kong. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients across APAC.Key ResponsibilitiesAct as the primary point of contact for client inquiries, ensuring timely and...

  • Global Client Servicing Director

    2 months ago

    Hong Kong, Central and Western District, Hong Kong SAR China Aon Full time

    About the RoleWe are seeking an experienced Associate Director of Global Client Servicing to join our team in Hong Kong. As a key member of our global P&C enterprise client management team, you will be responsible for driving the success of your portfolio and leading a small team of professionals.Key ResponsibilitiesTake ownership of client management,...

  • Client Service Associate

    2 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China AXA Investment Managers Full time

    About the RoleWe are seeking a highly skilled Client Service Associate to join our team at AXA Investment Managers. As a Client Service Associate, you will be responsible for providing exceptional client service and support to our clients in Asia ex-Japan. Your primary focus will be on ensuring the delivery of first-class service, handling client inquiries,...

  • Global Client Servicing Director

    2 months ago

    Hong Kong, Central and Western District, Hong Kong SAR China Aon Full time

    About AonAon Plc is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.Aon's MissionWe shape decisions for the better to...

  • Client Service Associate

    3 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China AVOMIND Full time

    About the RoleWe are seeking a highly motivated and results-driven Client Service Associate to join our team. As a Client Service Associate, you will be the primary point of contact for our clients, providing exceptional service and support to ensure their needs are met.Key ResponsibilitiesField incoming client briefs and utilize your business acumen to find...

  • Client Service Associate

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China AVOMIND Full time

    About the RoleWe are seeking a highly motivated and results-driven Client Service Associate to join our team. As a Client Service Associate, you will be the link between our clients and the expert knowledge they seek. Your primary responsibility will be to deliver exceptional client service, ensuring that our clients receive the highest level of support and...

  • Client Services Associate

    3 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Interactive Brokers Full time

    Job SummaryWe are seeking a highly skilled and motivated Client Services Associate to join our team at Interactive Brokers. As a key member of our Client Services group, you will be responsible for providing exceptional service to our clients from around the globe.Key ResponsibilitiesProvide responsive and high-touch service to clients via various channels,...

  • Client Service Associate

    3 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China AVOMIND Full time

    About Our ClientOur client is a global leader in knowledge on-demand, connecting investors and business leaders with the knowledge they need to succeed. With a presence in nine cities worldwide, our 1500+ colleagues provide round-the-clock coverage to top investment funds, consultancies, and Fortune 500s.About This RoleAs a Client Service Associate, you will...

  • Associate, Client Service Expert

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China Third Bridge Full time

    About the RoleWe are seeking a highly motivated and organized Associate to join our Client Services Team within the Public Equities & Credit vertical. As an Associate, you will be responsible for driving relationships with our clients and industry experts to deliver exceptional service and support.Key ResponsibilitiesUnderstand client needs and identify...

  • Associate Client Service Specialist

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China AVOMIND Full time

    {"title": "Client Service Associate", "description": "About Our ClientOur client is a global leader in knowledge on-demand, connecting investors and business leaders with the knowledge they need to succeed. With a presence in nine cities worldwide, our 1500+ colleagues provide round-the-clock coverage to top investment funds, consultancies, and Fortune...

  • Associate Client Service Specialist

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China AVOMIND Full time

    {"title": "Client Service Associate", "description": "About Our ClientOur client is a global leader in knowledge on-demand, connecting investors and business leaders with the knowledge they need to succeed. With a presence in nine cities worldwide, our 1500+ colleagues provide round-the-clock coverage to top investment funds, consultancies, and Fortune...

  • Client Service Associate

    2 months ago

    Hong Kong, Central and Western District, Hong Kong SAR China AlphaSights Full time

    About AlphaSightsWe are a global leader in expert knowledge access, connecting clients with niche experts worldwide. Our team of ambitious professionals helps clients elevate their decision-making and drive progress.As a Client Service Associate, you will be the link between our clients and the expert knowledge they seek. You will work on multiple projects...

  • Client Service Associate

    2 months ago

    Hong Kong, Central and Western District, Hong Kong SAR China Bauer Kaiser & Co Limited Full time

    Bauer Kaiser & Co Limited is a consultancy firm established and managed by seasoned Human Resources professionals. We specialize in search and selection of executives in various sectors.The RoleAssociate, Client Service, Vietnamese Speaker, Hong KongOur client, a leading information services company, is currently expanding its business and is looking for an...

  • Client Service Associate

    2 months ago

    Hong Kong, Central and Western District, Hong Kong SAR China AlphaSights Full time

    About AlphaSightsWe are a global leader in expert knowledge recruitment, connecting clients with niche experts across the world. Our team is comprised of ambitious individuals who thrive in fast-paced environments and excel under pressure.Associate ProgramOur Associate Program is designed for individuals looking to start their career in a commercial role. As...